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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

686 hedge funds and large institutions have $27.8B invested in iShares Core US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 335 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+38
Holders Change %
+5.86%
% of All Funds
18.33%
Holding in Top 10
170
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.58%
% of All Funds
4.54%
New
71
Increased
335
Reduced
197
Closed
28
Calls
$3.67M
Puts
$1.35M
Net Calls
+$2.32M
Net Calls Change
+$4.22M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.13B
2
Goldman Sachs
Goldman Sachs
New York
$331M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$190M
4
MFRM
Milliman Financial Risk Management
Illinois
$730M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$3.62B

Top Sellers

1
LPL Financial
LPL Financial
California
$5.18M
2
SCM
SCS Capital Management
Massachusetts
$537M
3
SMM
Stadion Money Management
Georgia
$48.6M
4
AssetMark Inc
AssetMark Inc
California
$65.6M
5
FIM
Freedom Investment Management
Connecticut
$987K
Name Holding Trade Value Shares
Change 		Shares
Change %
BHTS
501
Bar Harbor Trust Services
Maine
$583K +$31.6K +281 +6%
BIAS
502
Beacon Investment Advisory Services
New Jersey
$582K +$582K +5,169 New
CAM
503
Cidel Asset Management
Ontario, Canada
$565K -$190K -1,687 -25%
SCG
504
Sonata Capital Group
Washington
$565K +$46.9K +417 +9%
AGA
505
Accuvest Global Advisors
Utah
$559K -$177K -1,575 -24%
KWMG
506
King Wealth Management Group
Florida
$553K +$68.2K +606 +14%
SCA
507
Snowden Capital Advisors
New York
$551K -$94.8K -842 -15%
ATC
508
Argent Trust Co
Tennessee
$544K +$302K +2,681 +125%
FPCP
509
Fort Point Capital Partners
California
$542K +$51.1K +454 +10%
WA
510
Wealth Architects
California
$540K -$49.6K -441 -8%
CIC
511
Cutler Investment Counsel
Oregon
$531K -$912K -8,105 -63%
OCG
512
Opus Capital Group
Ohio
$531K +$338 +3 +0.1%
NB
513
NBT Bank
New York
$525K -$1.07M -9,469 -67%
LWM
514
Lenox Wealth Management
Ohio
$523K – – –
SPWA
515
SteelBridge Private Wealth Advisors
Florida
$519K +$310K +2,750 +148%
CCFCSB
516
Cape Cod Five Cents Savings Bank
Massachusetts
$514K – – –
NFG
517
Next Financial Group
Texas
$509K +$134K +1,188 +36%
AA
518
Ancora Advisors
Ohio
$502K +$163K +1,450 +48%
ADL
519
Asset Dedication LLC
California
$501K +$262K +2,328 +110%
FC
520
FCA Corp
Texas
$499K +$30.9K +275 +7%
MFW
521
Mosaic Family Wealth
Missouri
$497K +$113 +1 +0%
TRCT
522
Tower Research Capital (TRC)
New York
$497K +$497K +4,411 New
SA
523
SL Advisors
New Jersey
$494K +$494K +4,392 New
PAG
524
Pinnacle Advisory Group
Maryland
$493K -$463K -4,117 -48%
RTS
525
Round Table Services
New Jersey
$491K -$100K -892 -17%
19 20
21
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